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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,128 | $86,940-22.8% | $102,434-34.5% | $80,935-17.1% |
| Participation rate | 38.7% | 72.4%-33.7pp | 76.5%-37.8pp | 67.7%-29.0pp |
| Annual return | 7.93% | 18.89%-11.0pp | 29.46%-21.5pp | 35.66%-27.7pp |
| Employer contribution / active EE | $752 | $2,370-68.3% | $3,023-75.1% | $2,757-72.7% |
| Participant deferral / active EE | $1,293 | $4,121-68.6% | $5,055-74.4% | $4,299-69.9% |
| Admin fee / account holder | $2,284 | $8,047-71.6% | $9,462-75.9% | $6,924-67.0% |